BUZZ-券商观点:宝洁公司表明成本压力不会抑制增长10月23日 - ** 宝洁公司(PG.N)周四警告称,尽管其美容和家居护理产品需求坚挺,推动了第一季度销售额增长,但 (link) 原材料、能源和运费成本的上涨将对年度利润造成更大冲击
** 根据LSEG数据,27位分析师对该股的平均评级为“买入”,目标价中位数为167.5美元
成本压力加剧,大军继续前进
** 摩根士丹利(评级为“增持”,目标价:185美元) 表示,在充满挑战的家用及个人护理市场环境中,宝洁凭借超出预期的盈利表现和不断改善的销售增长,占据了有利地位
** Evercore ISI(“跑赢大盘”,目标价:180美元) 表示“仍有工作要做,但正因如此,当前布局才更具吸引力,因为宝洁正持续推进‘干预’措施并重塑市场份额”
** 摩根大通(“超配”,目标价:180美元) 指出,持续上涨的成本可能导致某些品类提价,而这些品类中,竞争对手和自有品牌已将成本上涨转嫁给消费者
** 杰富瑞(“买入”,目标价:188美元) 指出,财报凸显了该企业的实力;尽管大宗商品成本上涨可能延缓盈利增长,但不会阻碍市场份额增长的进程
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